Date Posted: Oct 24, 2014
Insight October 2014
In the last five years, mutual fund assets grew faster in registered than in taxable accounts. This acceleration in the growth of registered assets coincides with the introduction and rise of tax-free savings accounts (TFSAs), which precipitated the “conversion” of some taxable into registered assets. Mutual funds have also grown quickly in other tax-sheltered accounts.
The current issue of Investor Economics’ Insight documents, for the first time, mutual fund asset growth, sales and redemption trends by type of registered account (including RRSP, RRIF, RESP, TFSA and other) and by taxable accounts. The Trendlines piece at the end of the report measures the impact of the acquisition of Standard Life by Manulife across multiple lines of business.
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Insight October 2014report
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